Tax planning
Keep More At Closing
Capital gains, depreciation recapture, basis, and exit-planning tools that determine how much of a sale an Indianapolis owner actually keeps.
How a 1031 Defers Your Gain
The mechanics behind how a 1031 exchange lets an Indianapolis property owner defer capital gains tax by rolling proceeds and basis into a new property.
Read the guideInvestment Property Capital Gains
What determines the capital gains tax on investment property in Indianapolis, how holding period and basis change the number, and where deferral fits.
Read the guideSelling a Rental and Capital Gains
How the capital gains tax on rental property is actually calculated for an Indianapolis landlord, and the two windows that determine whether it can be deferred.
Read the guideCapital Gains Selling a House
How capital gains when selling a house are calculated in Indianapolis, when the home-sale exclusion applies, and when a converted rental needs a different plan.
Read the guideRecapture Tax When You Sell
How depreciation recapture tax is calculated on an Indianapolis investment property sale, why it's separate from capital gains, and how deferral affects it.
Read the guideReducing Real Estate Capital Gains
A practical look at how sellers actually avoid capital gains real estate tax on an Indianapolis sale, from basis adjustments to a deferred exchange.
Read the guideThe $250K/$500K Home Exclusion
How the Section 121 exclusion shelters up to $250,000 or $500,000 of home-sale gain for Indianapolis owners, and where it stops applying to real property.
Read the guideVacation Home Capital Gains Tax
How capital gains tax on second home sales works for Indianapolis owners, why the home-sale exclusion usually doesn't apply, and when an exchange can help.
Read the guideInherited Property and Stepped-Up Basis
How stepped-up basis changes capital gains tax on inherited property for Indianapolis heirs, and why the calculation is different from a purchased property.
Read the guideCost Segregation Explained
What a cost segregation study does for an Indianapolis property owner, how it accelerates depreciation, and why it changes the recapture math at sale time.
Read the guideQOZ Tax Advantages
How opportunity zone tax benefits work for capital gains reinvested into qualified funds, and how the structure compares to a 1031 exchange for Indianapolis sellers.
Read the guideSeller Financing and Taxes
How an installment sale real estate transaction spreads capital gains over several years in Indianapolis, and where that differs from deferring the gain entirely.
Read the guideCharitable Remainder Trust for Property
How a charitable remainder trust real estate transfer works for a highly appreciated Indianapolis property, and where the tradeoffs differ from a 1031 exchange.
Read the guideEstate Planning for Property Owners
How estate tax real estate rules interact with a lifetime of appreciation for Indianapolis investment property owners, and where step-up in basis changes the math.
Read the guideExchange planning
Bring your dates and property details to a real conversation.
These guides are educational. Your qualified intermediary, CPA, and other advisors should review the specifics of your sale.
Start an exchange